David Finkelstein

Senior MD, Co Head Corporate Finance @ Siebert Williams Shank

About David Finkelstein

David Finkelstein serves as Senior Managing Director and Co-Head of Corporate Finance at Siebert Williams Shank in New York, where he has worked since 2022. He has extensive experience in capital markets and has been recognized as a Notable Leader in Finance by Crain’s New York Business.

Work at Siebert Williams Shank

David Finkelstein serves as Senior Managing Director and Co-Head of Corporate Finance at Siebert Williams Shank, a position he has held since 2022. He has been with the firm since 2019, contributing to its corporate finance operations for a total of five years. In his role, he has been instrumental in securing underwriting mandates for both debt and equity offerings. His responsibilities include providing tailored capital markets and capital structure solutions to Fortune 200 companies. Finkelstein maintains a focus on the power, gas, and water utilities sectors, leveraging his background as a Power and Utilities credit analyst.

Education and Expertise

David Finkelstein studied at Syracuse University, where he earned two Bachelor of Science degrees. He attended the Martin J. Whitman School of Management from 1978 to 1982, focusing on Finance. Concurrently, he studied Telecommunications Management at the S.I. Newhouse School of Public Communications from 1980 to 1982. His educational background provides a strong foundation for his expertise in corporate finance and capital markets.

Background

Before joining Siebert Williams Shank, David Finkelstein worked at The Williams Capital Group, L.P. as Principal for 25 years, from 1994 to 2019. His extensive career has allowed him to cultivate strong relationships across various sectors, excluding financial services. This diverse experience has contributed to his ability to navigate complex financial landscapes and provide effective solutions for clients.

Achievements

David Finkelstein has been recognized as a Notable Leader in Finance by Crain’s New York Business. This acknowledgment reflects his contributions and influence within the finance sector. Additionally, he is an equity owner of Siebert Williams Shank & Co., LLC, further demonstrating his commitment to the firm's success and growth.

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